Huckleberry Origins

An introduction

Huckleberry Origins is designed for investors with moderate risk tolerance who are willing to invest long-term for absolute gains. We rely heavily on a value-oriented approach to identify great companies and positions that can benefit under a multitude of market conditions.

Best for

Investors seeking long-term growth.

The vitals

Benchmark S&P 500, Wilshire 5000
Concentration 15-30 individual positions
Securities Stocks, options
Target holding period 3-5 years
Accounts All account types, including IRAs
Minimum monthly deposit $100